India · Delayed Price · Currency is INR Amber Enterprises India Earnings Call Transcripts
Fiscal Year 2026
-
Q3 saw 38% revenue growth and 53% EBITDA growth, with strong performances across all divisions and a one-time impairment loss. The company expects double-digit electronics margins by FY27, robust CapEx, and continued expansion in consumer durables, electronics, and defense.
-
H1 FY26 revenue grew 25% year-over-year, but Q2 was flat due to a sharp industry decline in room ACs. Electronics and railway divisions showed strong growth, with margin recovery and robust order books expected to drive double-digit growth in key segments by year-end.
-
Q1 FY26 saw 44% revenue growth and strong performance across all divisions, with major investments in electronics and industrial automation. Strategic acquisitions and partnerships are set to drive future growth, while margin improvement and robust CapEx plans support a positive long-term outlook.
Fiscal Year 2025
-
FY 2025 saw record revenue and profitability, with strong growth across consumer durables and electronics. Major CapEx and JV initiatives are underway, targeting further margin expansion and market share gains, while government incentives will significantly offset investment outlays.
-
Q3 FY25 saw revenue up 65% and operating EBITDA nearly double, driven by strong growth in Consumer Durables and Electronics. Guidance for Electronics was raised to 55%+ growth, while Railway is set to recover by H2 FY26. CapEx and JV initiatives support long-term expansion.
-
Q2 FY25 saw revenue surge 82% year-over-year to INR 1,685 crore, with strong growth in both consumer durables and electronics, and PAT turning positive. Strategic expansions and JVs are set to drive future growth, with guidance to outpace industry trends.
-
Q1 FY25 saw 41% revenue growth and 45% EBITDA growth, with strong performance in Consumer Durables and Electronics, and revised EMS growth guidance to over 45%. Railway and Defense faced project delays, but long-term prospects remain strong. Net working capital days improved and ROCE is set to rise.